Published July 23, 2015 in Estate Planning & Probate
Revocable Trusts Frequently, I have new clients coming to my office saying they need to set up a Trust. Often, they have come to this decision following the attendance of a seminar of some kind. They’ve heard about a very common, effective estate planning tool, the Revocable Living Trust. For many, it’s a great choice. […]
Published July 23, 2015 in Estate Planning & Probate
Often, I’m asked how frequently should one review their estate planning? Within my office, I like to touch base with my clients at least every five years. However, individuals should review their estate plan on the occurrence of these events: Your children are now adults, no longer minors. A death of a spouse or child. A […]
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